Jason
Konskier
Coastal Investment Advisors
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About this Advisor
Jason Konskier is a certified financial planner who works out of New Rochelle, New York, with a total of 2 years of relevant experience. Konskier currently works for Coastal Investment Advisors. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Wells Fargo Clearing Services, LLC, Coastal Equities, Inc and Coastal Investment Advisors. Konskier maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Coastal Investment Advisors is a business headquartered in Wilmington, DE. It has offices in 57 locations and a total of 77 advisors. It controls $781 million in assets under management across its 3,760 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves three charities and foundations. Of its 3,760 customer accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fee schedules are based on which services the firm provides the client. Fees billed by Coastal Investment Advisors most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coastal Investment Advisors Brokerage Details
$780,734,272
77
3,760
$207,642
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Jason Konskier Work History
Jason has been registered as a financial advisor for 2 years.*
Coastal Equities, Inc
Coastal Investment Advisors
Wells Fargo Clearing Services, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner And Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Konskier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coastal Investment Advisors
Baltimore, MD
Wilmington, DE
Wilmington, DE
Lake Wales, FL
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
